Msh Capital Advisors LLC Incresed Positions in Q4 2024

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
155
+ 4.84%
$110.35 - $138.93 $17.1K - $21.5K
3.36K $382M
SHEL
Shell PLC

Energy
121
+ 1.32%
$60.63 - $70.23 $7.34K - $8.5K
9.29K $582M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.79K
+ 36.49%
$19.47 - $20.95 $132K - $142K
25.4K $496M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.17K
+ 22.51%
$96.64 - $101.23 $113K - $119K
6.38K $618M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
115
+ 2.49%
$121.89 - $135.52 $14K - $15.6K
4.73K $590M
XLP
Consumer Staples Sector Spdr

ETFs
580
+ 11.73%
N/A
5.53K $434M
MDU
Mdu Resources Group Inc

Industrials
8.29K
+ 94.3%
$15.1 - $30.28 $125K - $251K
17.1K $308M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57.9K
+ 268.21%
$61.68 - $67.87 $3.57M - $3.93M
79.5K $4.95B
MRK
Merck & Co., Inc.

Healthcare
162
+ 2.56%
$96.31 - $114.76 $15.6K - $18.6K
6.48K $644M
IQV
Iqvia Holdings Inc.

Healthcare
493
+ 30.21%
$190.97 - $236.63 $94.1K - $117K
2.13K $418M
DHS
Wisdomtree Tr U.S

ETFs
78
+ 2.4%
$92.66 - $100.58 $7.23K - $7.85K
3.33K $311M
USA
Liberty All Star Equity Fund

Financial Services
2.26K
+ 5.64%
$6.82 - $7.46 $15.4K - $16.8K
42.3K $294M
MDT
Medtronic PLC

Healthcare
969
+ 7.25%
$79.61 - $92.24 $77.1K - $89.4K
14.3K $1.14B
GOOG
Alphabet Inc.

Communication Services
1.69K
+ 812.02%
$163.08 - $198.16 $275K - $335K
1.9K $361M
UGI
Ugi Corp

Utilities
12K
+ 27.54%
$23.24 - $30.37 $280K - $366K
55.8K $1.57B
UPS
United Parcel Service Inc

Industrials
787
+ 10.72%
$122.65 - $138.35 $96.5K - $109K
8.13K $1.02B
TSLA
Tesla, Inc.

Consumer Cyclical
364
+ 19.32%
$213.65 - $479.86 $77.8K - $175K
2.25K $908M
VZ
Verizon Communications Inc

Communication Services
3.07K
+ 6.26%
$39.6 - $45.21 $122K - $139K
52.1K $2.08B
WMT
Walmart Inc.

Consumer Defensive
112
+ 0.76%
$79.1 - $95.7 $8.86K - $10.7K
14.9K $1.35B
Activity Summary
Buys All Purchases 146 New Holdings 76 Increased Positions 70 Sells All Sells 117 Reductions 76 Sold out 41 Options Calls 0 Puts 0
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